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CONTAINER TOOL
Save time with with our Single-Sign-on capability. Agents can sign into all their applications with one login, and we also retain the application sessions from expiring by auto refreshing/relaunching
Empower your agents to have the most relevant customer details in one simple view of the customer.
Our Intelligent Dashboard provides a snapshot of the customer's information with buttons to perform simple automations. Some views/functions are listed below. Customer information - Account details Related Services/Plans details Billing information - charges Tax information - Fees, Rates, etc Auto Pay enrollment Paperless enrollment Email / Text - Empower your agents to send SMS or email to your customers Business insights- displays relevant info of the customer's business, so your agents are more informed of their company Automated Notes - Automatically sends preset/custom notes into multiple applications with 1 click iClipboard - Advanced Clipboard functionality [copy/paste] integrated with iDashboard